Insights

 

Economic Outlook
March 02, 2010 Posted by
The Fed should begin raising interest rates in earnest in early 2011, once consumers have some vision of and confidence in both their wealth and job prospects. At that point, the Fed should aggressively raise rates more than one 75 basis point hike. See Joe Morgan's and Jim Anderson's Point / Counterpoint
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FX Outlook
March 02, 2010 Posted by
Over the past couple of months, sovereign risk has dominated the headlines in the foreign exchange markets. Financially strapped countries like Greece have put the euro on its longest losing streak against the dollar since November 2008. Debt investors have also grown concerned about budget deficits in other euro-region countries such as Spain and Ireland. The USD is has risen nearly 10 percent from its lows against the EUR from just two months ago. From my perspective, the entire episode confirms the dollar's status is still the world's only reserve currency. However, not all currencies are being punished.
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Observation Deck
March 01, 2010 Posted by
What a difference a stimulus makes. As we entered this global recession/credit crisis a few years ago, governments around the world came up with plans to support their banking systems and stimulate growth in their respective economies.
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Cleantech
February 25, 2010 Posted by

Much has been written and spoken about the 2009 Recovery Act and the largesse bestowed upon the Department of Energy (DOE) to stimulate the renewable energy and cleantech sectors. So how are they doing? Depending on your perspective, there is a broad range of answers. Based on an allocation of $36.7 billion from the Ac

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Cleantech
February 25, 2010 Posted by
Electric vehicles (EV) have been a large segment for venture investment the last few quarters. Many governments, including the US, are making major commitments to EV development. At SVB we have also seen a number of startups of the two
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FX Outlook
February 23, 2010 Posted by
As we entered the new year, the perceived global economic recovery continued to sputter along as it did in 2H09. Last year's recovery theme was centered on supporting the global banking system via the central banks' strategy of flooding the market with massive amounts of liquidity and support. With the banking system in much better shape by year-end, the G-10 economies were expected to slowly build on the positive momentum and show real, identifiable progress in 2010.
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Economic Outlook
February 23, 2010 Posted by
Last week, the Fed raised the discount rate from 0.50 percent to 0.75 percent and also shortened the term of loans allowed through the discount window from 28 days to overnight.
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FX Outlook
February 16, 2010 Posted by
The Australian dollar (AUD) and the Canadian dollar (CAD) have a lot in common. They are both backed by economies that are reliant on commodity exports. For investors looking to hedge or speculate on commodities via foreign exchange, they both provide ample liquidity as the world's sixth and seventh most traded currencies.
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